Mark Bunting | Uncommon Sense Investor

The Grinder: How a Grandfather Inspired a Limitless Need to Compete

Tue, 10 Aug 2021 21:20:39 +0000

It's often fascinating to find out what makes people tick. How and why their personality was shaped. That's the case with Keith McCullough, the tenacious, Canadian-raised, opinionated founder of Hedgeye Risk Management. Much of his desire to succeed and beat Wall Street at its own game stems from his childhood and what he witnessed and absorbed from certain family members. Watch McCullough explain, in a way he hasn't before, why he needs to be antagonized and someone to play against, and how he "weaponizes" criticism to his advantage.

The post The Grinder: How a Grandfather Inspired a Limitless Need to Compete appeared first on Uncommon Sense Investor.

]]>

Canadian Investors Are Like Eeyore. Here’s Why.

Wed, 04 Aug 2021 20:17:08 +0000

Shy. Reserved. Polite. Those are three cliches about Canadians. You can add to that list pessimistic, gloomy, and anhedonic (an inability to feel pleasure). That's the Wikipedia description of Eeyore, the fictional character from the Winnie the Pooh books and that's how Brian Belski describes Canadian investors. He doesn't mean it literally or maliciously. But after more than 20 years visiting Canada from his native Minnesota, and meeting with various investors, the Chief Investment Strategist at BMO Capital Markets, definitely sees a difference in the mentality of Canadian investors versus those in the U.S.

The post Canadian Investors Are Like Eeyore. Here’s Why. appeared first on Uncommon Sense Investor.

]]>

Why Belski’s 20-25 Year Bullish Call is Only Halfway Done

Tue, 03 Aug 2021 19:35:22 +0000

When you're right, you're right. And Brian Belski has been correct now for about 13 years. It was 2009 when the Chief Investment Strategist at BMO Capital Markets and his team started calling for an extended bull market for equities. The following year, Belski went further out on the limb saying conditions were in place for a 20-25 year bull market, which could run to at least 2030. There, of course, have been corrections and crashes along the way such as 2020's record-setting steep decline, something Belski called a reset. He also called the market bottom nearly to the day. Belski has maintained this unalloyed bullishness despite some other strategists and academics repeatedly predicting a gloomy end for stocks. In this conversation, Belski details the factors that continue to give him faith the bull market will continue to run.

The post Why Belski’s 20-25 Year Bullish Call is Only Halfway Done appeared first on Uncommon Sense Investor.

]]>

“Playing the Game Out Loud”: One-on-One with Hedgeye Founder Keith McCullough

Fri, 30 Jul 2021 19:22:23 +0000

Keith McCullough doesn't care what you think of him. He gets that attitude in large part from his father, a firefighter, and one of his grandfathers, who was one of 19 children from Quebec, and became a successful, serial entrepreneur despite a limited education and often being told he wouldn't succeed. McCullough loves to hear he's not good enough. He heard it growing up in Thunder Bay playing hockey, which culminated in him captaining the Yale hockey team to a championship. And McCullough still hears it as the founder and CEO of Hedgeye Risk Management, a firm he launched in 2008 as a disruptive competitor to the "Old Wall" Street ways of doing business. It's why the guy they call the "Mucker" is driven...Click the link or image above to keep reading and watch the video...

The post “Playing the Game Out Loud”: One-on-One with Hedgeye Founder Keith McCullough appeared first on Uncommon Sense Investor.

]]>

Three Things You Need to Know About Investing in ETFs.

Tue, 27 Jul 2021 21:14:33 +0000

Investors are pouring more and more money into exchange-traded funds. More than $6 trillion globally as of 2019, more than double the inflows for the hedge fund industry. These investors are choosing to access the indices, stocks, sectors, and alternative strategies ETFs offer. And they like the ease of use and generally low fees. But if you're looking to add some ETFs to your portfolio or thinking of buying some for the first time, there are a few key principles you should consider before pulling the trigger. Greg Taylor is back with some ETF talk. The CIO of Purpose Investments knows exactly what to look for and what to shun when investing in exchange traded funds.

The post Three Things You Need to Know About Investing in ETFs. appeared first on Uncommon Sense Investor.

]]>

Three Top Stock Ideas From BMO’s Brian Belski

Fri, 23 Jul 2021 21:08:21 +0000

If you wanted to take investment advice after the financial crash in 2008 and beyond, you could have done a lot worse than listening to Brian Belski. The Chief Investment Strategist of BMO Capital Markets, and his team, started calling for a 20-25-year bull market in 2009. And during the 2010s while many macro strategists and academics were pointing out everything that could trip up the market, stocks generally chugged higher. And after the pandemic-led crash last year, Belski called the bottom nearly to the day. He said the market had reset and the bull market still had at least another 10 years to run. We'll post a fascinating interview with Belski next week. For now, here are three innovative, leading companies that can thrive for at least the next decade.

The post Three Top Stock Ideas From BMO’s Brian Belski appeared first on Uncommon Sense Investor.

]]>

Experienced Manager On the Rules & Discipline Needed For Successful Investing

Tue, 20 Jul 2021 23:13:57 +0000

What's the difference between successful investors and those who flail around year after year? In a general sense, it comes down to a plan. Successful investors have systems, rules and discipline. When they buy a stock they know why. They know what they're going to do if it does well, and what they'll do if the investment goes sour. If that investor also has more than 30 years experience in the investment business, and has developed very specific methods around fundamental and technical analysis, and other at the ready investment principles, the probability is their returns and ability to protect capital will be solid.

The post Experienced Manager On the Rules & Discipline Needed For Successful Investing appeared first on Uncommon Sense Investor.

]]>

How to Get Growth, Income & “Real” Assets From Booming ETFs

Fri, 16 Jul 2021 21:10:01 +0000

Exchange Traded Funds? Uncommon Sense Investor never talks about ETFs. You're right. We generally prefer to present videos, research and articles about stock picking. But we also can't ignore this sector that has grown about 10-fold the last decade, and by 35 per cent year-over-year in Canada in the first six months of 2021. Greg Taylor knows his way around ETFs as the Chief Investment Officer of Purpose Investments. In this conversation, he presents some thoughtful advice on how to construct a winning ETF portfolio using growth, income and alternative and hedge fund-style ETFs. He also explains what to look for when doing research and what to avoid.

The post How to Get Growth, Income & “Real” Assets From Booming ETFs appeared first on Uncommon Sense Investor.

]]>

Calling Out Rogers & Canada’s Oligopoly Telecom System

Thu, 08 Jul 2021 13:35:56 +0000

Mad as hell and not going to take it anymore may be an exaggeration. But John O'Connell certainly feels like venting like the Howard Beale character in the 1975 movie Network. This after a hellish customer service experience with Rogers Communications in the wake of major account and double billing errors by the company. Those mistakes caused the Chairman & CEO of Davis Rea Ltd. to spend a combined 12-14 hours on the phone trying to get things fixed. It got O'Connell thinking, not for the first time, that Canadians shouldn't have to endure the country's oligopolistic telecom system, its high rates, and often times, poor service. Here's O'Connell's challenge to Rogers' CEO Joe Natale.

The post Calling Out Rogers & Canada’s Oligopoly Telecom System appeared first on Uncommon Sense Investor.

]]>

Third Quarter Outlook: “Focus on Really Strong Dominant Players”

Tue, 06 Jul 2021 22:58:59 +0000

Invest don't trade. Minimize your tax exposure. Pay little heed to the growth versus value debate, meme stocks and other market noise. That is some of the market wisdom conveyed in this third quarter outlook video with John O'Connell, who explains that investing doesn't have to be complicated. Here's what to ignore and how to build a heavyweight portfolio to power through any kind of market.

The post Third Quarter Outlook: “Focus on Really Strong Dominant Players” appeared first on Uncommon Sense Investor.

]]>